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CNBC
Jan 18, 2013 4:00am EST
. they're opposed to iraq. lastly saddam hussein was a stable regime and it hadn't in recent years been aggressive. but nonetheless, if you're sitting in london or paris, you're thinking, oh, my god, another intervention at a time when our military is losing strength, not gaining strength. >> exactly. and it's interesting to see the u.s. response being very cautious. we'll hear from the president on monday whether he makes a big policy statement on this, perhaps unlikely. but for the bridge stickersel here and to go back to david cameron, wa kind of pressure is on him to formulate a response here? not only in this event, but for the next round of activity to unfold. >> it's a very fast-moving situation. i think their first response was to try to be supportive to -- not too supportive, send a couple of planes, send our own troops. however, if a lot of troops have been killed in the algerian situation, if the mali thing gets out of hand, there may be pressure to rachet up the response. president obama's response is incredibly important. all of the signals we've been getting from the white
CNBC
Jan 28, 2013 4:00am EST
's the most important thing and that's really signaling a chance for the market. >> lastly, to look at the two types of paper which are up for auction today, we have a two-year zero coupon bond looking to raise 3.4 billion of bonds. from there, inflation linked paper. interesting that you have a zero coupon on the one hand and an inflation linked bond on the other. how important are these to italy for the year? >> well, i mean, they are important. they diversify their spending plans and needs a little bit. and, obviously, at this point, the link up market can help liquidity. the send is that they are willing and able to issue more in the markets. overall, this is not, you know, the big numbers in the overall issuance that italy has to do for the year as a whole. so in that sense, i would emphasize the two as being really, really very important. >> i still wonder about long-term the validation of these inflation links. valentine, we'll get into that discussion another time. we'll get the results from that debt auction at about 10:10. so in just about 30 minutes time we'll bring this to you as s
CNBC
Jan 17, 2013 12:00pm EST
't reflect end demand. they are still bullish. >> lastly, one of the things in terms of institutional investing that i think is to the detriment of apple. some things are working. if you pare back your holdings in apple there's plenty of place can you go. multiple home where those floss of capital can see positive return. >> do you think we a bottom or close to it is here? >> i think we're close to it. we're close to the bottom of the consensus. what a lot of people are doing too is taking the less riskier investment in apple and putting it in high risk names. not just apple. we're starting to see -- remember december was a strong quarter. they will blow through earnings next week. >> southeast folks could have done what we were describing a month ago. people who had losses which were a lot of folks that bought it from 600 all the way down to 500, a lot of those folks have been blowing it out lawsuitly and taking those losses. didn't make sense to take it last year because you want to pay as much in tax last year because the rates were lower for folks in those higher earner brackets.
CNBC
Jan 15, 2013 1:00pm EST
from where we're moving now. lastly, the big winner here, dell continues to move higher on speculation that the company is looking to go quiet. the stock up by almost 5%. back over to you. >> thank you very much, seema. let's turn to the hedge funds. they're taking more risk with reportedly higher levels. will a looming debt rate derail us? joining us first with the top hedge funds strategies is david. good to see you, david. we're a little short on time because of the facebook event. forgive me if i have to interrupt you for breaking news but i would assume that the addition of more leverage to portfolios is a good sign. >> that's right. in general not so much the use of leverage but you're seeing the participation rates in the market go up. hedge funds are taking more net long positions and you're seeing an overall risk fund. >> are there places they're putting their money more than others? >> you're seeing a lot more. in terms of the stock pickers you're looking at consumers and emerging markets for equities. >> also the dividend area has been very popular, but not necessarily in te
CNBC
Jan 2, 2013 7:00pm EST
, washington has to understand spending is the real problem for deficits and debt. and lastly, why is this country taxing the most productive earnings? investors in small business owners. it's just class warfare nonsense. it reduces incentives for the long run. it's all wrong. i'm for free market economic prosperity, not class warfare. let me just tell you this. taxing rich people, taxing upper end successful earners, you can't tax your way into prosperity. you can't tax your way into a balanced budget. you doubt me? just take a look at europe. particularly western europe. anyway, i'm going to get some comments on my little rant. here now are jared bernstein, former vice president biden chief economist. jared, i'm sure you agree wefrg i said. how do you react to my one cheer? >> i always enjoy listening to you. i think you're being an awfully harsh grader here. averting recession and you give it 33%? >> right. >> and then the markets. i always think of you as someone who thinks the markets are conveying information, but you're disagreeing with them. >> that's the one cheer. i give
CNBC
Jan 9, 2013 3:00pm EST
to be demand, and i think that would be positive, and then lastly the m & a cycle. talked very little m & a activity last year. i think it will pick up 2013 which will clearly benefit small cap. >> the weakest year so far has been the highest first week for m & a ever in the global economy. >> if m & a picks up -- not like m & a had a bad year in 2012. it wasn't, you know, stellar, but if m & a, vadeem, can pick up a little bit more, that can be one of the positive cat lifts leading into the end to the middle of the year. >> it's one of the most significant indicators looking for value to the economic side of the economy. just as a fun fact, the number of attractive lbo candidates in the market today is the highest since 1975 which was the advent of the high-yield bonds, so the opportunity's clearly there. if we see capital commitment, that's a huge positive for the market. >> in terms of longer term, we've got this earnings period that seems to be a challenge according to many but longer term you say it will continue to find a home in stocks? >> well, one of the key controversies of th
CNBC
Jan 10, 2013 4:00pm EST
, the fiscal cliff debates, what effect that's had on consumer behavior and lastly, we'd say we remain positive, but the markets have had a bit of a run here, we would expect a little bit of a breather. one area you could see catchup is gold and precious metals. >> all right, we've seen a hit there recently. michael, you're at the wheel. 30 seconds on the clock. >> keeping a close eye on facebook. it was obviously the post eer child for social media stocks last year. stock broke over 30 yesterday, 31 today. a lot of enthusiasm. keep a close eye on it. we're bullish on it longer term. second thing is herbalife, today was day two of the jihad between bill ackman and the company. we maintain a bullish stance. it's been a wild ride. still think it goes higher. last one is consumer stocks. kind of a mixed bag for holiday names today. we continue to have a bullish stance. >> all right. we will leave it there. gentlemen, thank you very much. we'll be watching all of those stories. hope to see you soon. check back with you soon. thank you, guys. >>> up next, my thoughts on the implications of president
CNBC
Jan 15, 2013 4:00pm EST
to be helping the stocks move higher and lastly aside from that, the financial stocks providing leadership as well ahead of tomorrow's big day of earnings. jpmorgan, goldman sachs on tap and speaking of earnings, maria, ebay also set to report on wednesday. the street looking for an eps of 69 cents on revenue of $3.9 billion. >> back to you, seem a. thank you. >> new troubling information meanwhile about what americans are doing with their 401(k) savings. listen up because we may be paying pore it in the future. then co-chairman of the fix the debt chain alan simpson warning all the fight in washington is driving us further away from solving the real problem, our massive deficit and debt. he's got some ideas coming up in an interview you'll see right here only on the "closing bell." stay with us. if you think running a restaurant is hard, try running four. fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do
CNBC
Jan 24, 2013 5:00pm EST
. and that's what 237 billion buy there's. lastly, iphone, if you wanted to buy an unlocked iphone for every single american, you can buy that with $237 billion. that's $649, not the subsidized price. >> every man, woman and child in america. that's staggering. good number crunching. in the session closing pretty much at session lows. got no lift whatsoever during the session. >> i keep hearing people come back to the notion that this thing is a value stock. and i've sort of been a skeptic for a long time. but admittedly i was a skeptic before it ran at $700. so it certainly ran there. who the incremental buyers are going to be before you decide to race in. whenever you see bad news come out in a stock, usually trying to catch the falling knife on the first day is not the best idea. you probably want to wait a couple days just to see how it settles out. then the debate can rage whether you think there's still opportunity here. for me, i'll sit on the sidelines and continue to watch it. >> the question for a lot of investors out there is this falling knife now a value stock. scrambling to dow
CNBC
Jan 25, 2013 4:00pm EST
that it will growth year. they'll do share buybacks which is user balance sheet and cash. vealuation is cheap. lastly an option value on new products, new categories they can get into. >> okay. david, you say it's broken though. why? >> that's right. i think people under estimate the steve jobs factor here. look. nobody with a straight face would argue that the maps issue with the iphone 5 would have ever taken place if steve jobs were still at the helm. someone who is that pains takingly detailed oriented leaves a business, it makes a big difference. >> hang on. even under steve jobs they had some flops. it wasn't just a home run every single time. >> that's right. he was a great innovator but painstakingly detail oriented. they had flops but not big flops in terms of disjointed products that didn't work. what steve jobs made sure is that his customers knew the products would work and work well. and the other thing is that he had some flobs but he did innovate. i'm waiting for apple to invent another new category. until they do they'll see major margin compression. >> what about that? interestingly,
CNBC
Jan 28, 2013 5:00pm EST
in the world. it is a premier financial services franchise. and, lastly, i think that their reign as one of the most hated companies in america is coming to an end. probably to be replaced by apple, i think. and for all of those reasons i think that, you know, we're used to things now trading at this multiple to book and i don't think we should be. i think -- >> dude, you're toast. >> i don't think so. >> she is the -- >> i know. >> reigning champ so far. >> i got this, though. >> odds are against you. >> let's go to commercial now. >> all right. bear case. >> what you got? >> first of all, let's go with technical. if you look at goldman sachs, it is bouncing against a five-year down trend line. that's what caught my interest at first. secondly, when we look at valuation, you can look back at the last ten years, but the problem with the next ten years in this capital markets is not going to look like the last ten. so, if you look at the rally over the last three months and price to book, we're bumping up against the high end of the price to book ratio. but most importantly, what really,
CNBC
Jan 29, 2013 12:00pm EST
and will generate a positive contribution to the company by mid decade. then lastly dividends. we just doubled our dividend. we are expecting to have stronger cash flow in 2013 than 2012. we think we've got all the pieces there for growth and total shareholder return. i think it will eventually be recognized by the market. >> bob shanks cfo of ford motor company from the headquarters in dearborn. there you have it on a day when ford shares are getting whacked on that forecast for europe. >> no doubt. all right. thanks so much. phil le beau with the first on cnbc interview. another one at that. let's trade. okay. stocks up 50% in six months. by all accounts a good job managing the business because it is not like the european train wreck just happened. it is a situation he's been managing fairly well. >> the street is taking the stock down big today after a big run up because of weaker than expected european sales but remember, ford shut down two plants in europe back six or eight weeks ago. that's the key. i think management has already addressed what's happening here and i think this pull back dow
CNBC
Jan 30, 2013 12:00pm EST
the inventory destocking has run its course and lastly the business spending that has been absent. we think that begins to pick up. so thing those drivers will be enough to continue to push the technology sector higher. by the way, one important thing, scott, when you look at the technology, when you look at it on an equal weighted basis, you find that it's done very well. so it's all about the big names that haven't made it so fafrmt mike, good to talk with you. >> thanks, scott. >>> meantime the new blackberry as we showed you is finally here. officially unveiled today in new york city. it's so important that the company is staking its name on it literally. don yacktmanman manager of yakt man's, welcome back to halftime. >> thanks. great to be on. >> you have been trimming your stake as the stock, as we said, has doubled over the last three months. where does it go from here? >> well, that's a good question. first of all i want to deny the rumors that i was the first one they asked to cut their hair at the lunch. launch. >> all right. fair point. we'll write that down. >> please do. yeah,
CNBC
Jan 4, 2013 1:00pm EST
cloud. where it could launch new games in 2013. lastly, a lot of movement ahead of the j.p. morgan health coence next week. which is referred to as the super bowl of healthcare. one of the mover and shakers is expected to be celgene. we are seeing stocks higher than next week. >> thank you seema, very much. >>> to the bond market. find out what traders make of the latest jobs report. not to mention the bullard comment at the top of "power lunch." rick santelli at nyse. hi, rick. >> we were close to 197 1/2. we closed last week at 170. it's been 22 basis point week and for a while over a quarter point. that's pretty large. if you open the chart up, 194 is about the cusp. whether when we close today we are at highest yield since later may or late april. you can see that chart. now sometimes when the treasury market sells off aggressively, it even catches markets off guard. not only investors. think about high yield investment grade. if you look at the inest vmt grade index, you can see the knee jerk reaction is a narrowing of the spreads because corporates didn't sell off as aggressi
CNBC
Jan 18, 2013 1:00pm EST
a short squeeze in making and lastly a mover and shaker in medical tech space. that's life technology wednesday competitor to illumina which is a $1.5 billion mark pept stock is up because of speculation the company is looking to put itself up to are sale. back to you. >> thank you, seema. >>> let's head to chicago and check in with rick santelli for the bond report. >> good to see you, simon. if we look at the day in treasuries, it is about lower prices and higher yields after yesterday's appearing to be driven by equities wp and europe, opening up to a week, down three basis points on the week. and considering we are at 184 bb there's only two closes on this move above 190. those are the 3rd and 4th of january. an lot of selling sustained pressure in the mark pept if we look at hygetf for high yield, 4.5 fresh yield highs today. even though on spraead basis, they have widened out a bit. along with the euro/yen, dollar/yen, big performer, fresh 30-month highs as we hover and debate whether we close above 90 and very aggressive pro dollar but anti-yen trade with regard to pressure due
CNBC
Jan 9, 2013 4:00am EST
korean shares. i.t. stocks and development ralliers pushed higher .4%. lastly, india's sensex in action, trading a touch below the line. back to you. >> all right. thanks, catch you later. >>> as we head to break, you should head over to our web site to find out why a number of economists believe tomorrow's ecb rate-setting meeting could mark a key moment in the evolution of the eurozone debt crisis. >>> and forget alcoa in the u.s. earnings season. watch out for europe's corporate performance. more on that story. >>> also, go to cnbc.com for the latest on the online hacking of u.s. banks and why the u.s. government thinks iran is behind it all. >>> keep your eyes that. still to come, ubs executives due to testify before the british parliament today on the libel scandal. we'll have a preview when we come back. what are you doing? nothing. are you stealing our daughter's school supplies and taking them to work? no, i was just looking for my stapler and my... this thing. i save money by using fedex ground and buy my own supplies. that's a great idea. i'm going to go... we got clients in t
CNBC
Jan 24, 2013 9:00am EST
and they were better than expected. the disk drivemaker benefiting from gains in its enterprise segment. lastly, touch on one stock that represents a group performing well that being stanley black & decker, the company saying that its current quarter results, better-than-expected, did benefit from an improvement in construction and the also that do-it-yourself sales which, of course, we have seen benefiting on the dow component home depot. stock under pressure in today's session. the dow now up 38 points but the nasdaq actually off its lows, down 17. jim, back to you. >> yeah, mary, that is interesting. i thought had the quarter was terrific too whirlpool off, flag one, tighter float and also ruling about dumping. yeah, stanley works i think should end up -- stanley, black and belle decker deserves to be higher. the latest energy go to sharon epperson at the nymex. >> traders are here trying to figure out how much the snag on the sea way pipeline is going to cause disruptions in the oil markets. we told you yesterday about the sea way pipeline, recently expanded pipeline that as of two weeks ag
CNBC
Jan 17, 2013 4:00am EST
a great connection the. >> sorry, bill. we apologize for all the issues. i lastly wanted to ask you about banker pay. compensation is in focus here. does it need to be reformed? if so, how? >> i think i heard you talking about compensation and the fact that we are not regulating it properly. and it's still too high. i don't know that i agree w that. i think we have made significant reforms in the way executives are compensated. sitting on the board of a bank, i can tell you that the directors are very much involved as are the regulators in terms of how the campaign plan operates and try to get some of the incentives for risk taking out of that system, fallbacks and things like that. so i think that we have reformed the compensation system. >> okay. we'll leave it there in part because of our technical troubles. bill isaac is head of global financial institutions. we're going to try to work on that connection, bill, and come back to you in just a couple of minutes. >> yeah. we'll try and fix it. and as the dreamliner joins us with a virtual nightmare, phil lebeau joins us right after this
CNBC
Jan 25, 2013 9:00am EST
of the disappointing earnings. there you can see its stock under pressure today. lastly, you heard jim talking about procter & gamble today. kimberly coming out with earnings 2 cents ahead of expectations. its stock is higher as well. melissa, carl, everyone, back to you. >> thank you, mary. procter doing good. sharon? >> we're looking at a little uptick the oil market. the weakness of the dollar is helping that. a lot of traders are also, despite all of the news that we've gotten about the seaway pipeline over the course of the week, they think the little glitches there will be short-lived. that's another reason we've seen a rebound after the sell-off we saw in the middle of the week. we're also watching what's happening with crude supplies overall. they usually build this time of year. citigroup said they're bearish oil because of what they're seeing on the inventory side. we're also looking at what's happening with gold, because gold is showing further weakness. the strength in equities is taking some of the momentum out of the precious metals market. we also have options expiration on monday, th
CNBC
Jan 3, 2013 9:00am EST
right now, what should my expected return be in 2013? >> i think about 6%. >> lastly, you were out in december joining a number of other people saying you were aggressively investing in the japanese equity market, the nikkei, as a result of what's happening there. expected return in the nikkei over the next 12 months? >> that's a tough one. the nikkei was a fantastically good investment about six weeks ago. it's up about 23% in just that short period. it's hard to be that in love with it right now on a short-term basis. but even so i think the nikkei can go up over 20% this year. >> obviously significantly better than the other indices -- other asset classes we discussed. last year you talked about apple. you're not a stock guy, you're a bond guy but you used credit analysis and you talked about you more or less top ticked apple in terms of the short-term trading given the concerns. tell us what you think of that stock right now and are there other equity investments out there that you see similar types of concerns about massively overcrowded trades? >> apple i think is in a consol
CNBC
Jan 18, 2013 6:00am EST
not just in mali, but across west africa in general. lastly, the aussie/dollar is down, too. there is some risk coming out in this risk off despite stocks doing better. the dollar/yen had punched through 90. it's now below 89. that was above 1 is.25. it's moving back to some of its gains. so some major levels hit in forex today, guys. it's not just about 1500 on the s&p. although to be sure, people around the world will be watching that level, as well. back over to you. >> kelly, are you behind the jap foes because they are the ultimate kainsians at this point? >> no. what i love, joe, what i'm dying to see if finally whether this experiment, now that they've decided they're going to be extremely bold again and we'll see whether the activity really does follow. at least the rhetoric is there. it's been two or three decades of status quo in japan. as one analyst put it the other day, it feels as though time has stopped in japan. the reason why i'm so interested in the story is i want to know if this is finally going to change anything. we're starting to see a little bit of evidence there. 9
Search Results 0 to 20 of about 21